Outlook - Account Search in the Add In shows only name, with duplicate names it is not possible to identify correct account
1.Configure outlook with CRM 2.Login to Outlook app and click on more options present on left bottom corner and select ADD ins 3.Select a contact and click on it new tab will open with details 4.scroll down, Click on link option on contact form then look up will appear with only Account names
STATUS DETAILS
New
In Add In, while associating a Contact with an Account, search results show only name, without additional information this is not very useful. User should be able to see at least 2/3 fields more in search results
1.Configure outlook with CRM 2.Login to Outlook app and click on more options present on left bottom corner and select ADD ins 3.Select a contact and click on it new tab will open with details 4.Click on link look up will appear with only Account names Suggestion: It will very difficult to selec...
STATUS DETAILS
New